AI & Finance™ | News for the Week Ending 9/11/26

Amazon Web Services (AWS), an Amazon.com company, and ADP, a global leader in HR and payroll solutions, today announced an expanded, strategic partnership. The partnership affirms AWS as ADP’s strategic cloud provider, enabling its continued AI transformation and ongoing innovation of generative and agentic AI solutions for its more than 1.1 million clients across 140 countries and territories. 

The expanded partnership helps organizations navigate increasing HCM complexity with confidence. The partnership builds on years of collaboration between the two companies, including ADP’s recent work with the AWS Generative AI Innovation Center, a global team of strategists and scientists that helps companies design, build, and launch generative and agentic AI solutions. 

Key focus areas for collaboration across the two companies include a cloud foundation for scalable AI innovation: ADP is executing a strategic platform transformation initiative on AWS. For example, by implementing agentic services like AWS Transform and AWS Kiro, ADP used AI to accelerate the manual effort of bringing thousands of key applications to the cloud, such as tax and payroll systems. With its workflows on AWS, ADP can now more rapidly deploy new AI capabilities and scale services to meet client demand, all while maintaining enterprise-grade security and compliance standards across geographies. 

Archive Intel, an AI-powered communications compliance platform for financial institutions, today announced an integration with Zocks, the privacy-first AI platform for financial services. 

SEC and FINRA regulations treat records generated by AI notetakers as electronic client communications that firms must review and retain for five years. Through the integration, data from Zocks automatically flows into Archive Intel, which contextually reviews AI-generated transcripts and notes, flags potentially non-compliant language and archives the records for streamlined, audit-ready access. 

Archive Intel clients can activate the Zocks integration through the Archive Intel platform for $12 per user per month. Once connected, the platforms automatically sync to capture, review and archive Zocks data. 

Avantos, an artificial intelligence (AI)-native financial technology company providing an operating system designed to reimagine how financial institutions onboard and service clients, today announced an expansion of its wealth management business with the appointments of Hemang Bhojani as Head of Wealth Solutions and Thomas Moore as Head of Wealth Go-to-Market. 

Bhojani will lead the development and expansion of Avantos’ wealth solutions, with a focus on helping firms unlock growth through AI-powered client intelligence, next-best-action recommendations and deeper engagement across wealth, retirement, insurance and other lines of business. Moore will lead go-to-market strategy and strategic partnerships for the company’s wealth business, helping firms realize measurable value from AI while building the relationships and partnerships that support Avantos’ continued growth across wealth management. 

The appointments build on Avantos’ growing momentum in wealth management and across the broader financial services industry as traditional boundaries between wealth, retirement, workplace benefits and insurance continue to blur. Avantos helps firms establish a unified view of the client relationship through a knowledge graph that establishes context around client relationships, linking products, service teams, workflows and service expectations in a single system. This shared context enables AI agents and human teams to identify opportunities, coordinate work and deliver more personalized experiences across business lines. 

Cegid, an AI-driven European leader in cloud business management software for small and medium-sized businesses (SMBs), and accounting professionals, and Silae, France’s leading payroll and human resources platform, today announced their intention to merge. The combination will create a national technology champion and the leading European technology platform for businesses and their partners, helping them grow safely and efficiently with the support of a fully integrated and compliant suite covering their end-to-end financial and administrative needs. 

Between them, Cegid, following its recent acquisition of Shine, and Silae power the day-to-day accounting, tax, finance and payroll of 2 million end-customers and more than 15,000 chartered accountancy firms, while producing more than 13 million payslips across Europe every month. The planned transaction is expected to value the combined group at more than €10 billion in enterprise value, positioning it as one of France’s largest software companies and one of Europe’s premier technology champions. 

With deep roots in Lyon and Aix-en-Provence, Cegid and Silae will bring together highly complementary expertise across leading product portfolios and technology solutions. Native integration between Cegid’s accounting and tax production tools, Shine’s banking and digital finance capabilities and Silae’s payroll and HR platform will enable the group to connect key data, automate processes and streamline interactions between businesses and their partners, chartered public accountants (CPAs) and value-added resellers. 

Certinia today unveiled the System of Action for services businesses, which understands context, applies judgment, and then acts on trusted data and reasoning, so that every decision drives toward real business outcomes. 

According to the 2026 Global Service Dynamics Report, an independent survey of 1,000 services and IT leaders worldwide, nearly all (98%) have deployed AI in their organization, but only 20% say it has exceeded expectations. Among those reporting success, 70% describe their operations as aligned or fully integrated across sales, delivery, finance, and customer success. Certinia’s System of Action is built for exactly that kind of connectivity — uniting the data, the judgment, and the ability to act so that services organizations can run their businesses with certainty. 

Certinia’s System of Action powers modern services organizations through three integrated components. The first is foundational context: Certinia brings together professional services, customer success, financial management, and CRM data with the unstructured reality of daily work — calls, threads, meetings — into one unified source of truth, closing the gap between what’s happening on the ground and what the business needs to know in real-time. The second is compounding intelligence; built on more than 17 years of Certinia’s services domain expertise, drawn from the breadth of real projects, timecards, resourcing decisions, and estimates processed across its workflows, so judgment sharpens with every decision. The third is agentic action, which carries that judgment out exactly when and where it’s needed, bringing the right knowledge and reasoning to every action across the services lifecycle. 

Conquest, an award-winning global fintech company that delivers the industry’s leading verifiable AI financial advice engine to power continuous advice at scale, today unveiled a refreshed brand and visual identity that brings the company’s new positioning and innovations to life. 

The repositioning signals the broader role that Conquest’s engine plays beyond traditional financial planning software, so the company has shortened its name from Conquest Planning to Conquest. 

The engine, Strategic Advice Manager® (SAM), has been the intelligent core of Conquest’s offerings since its founding in 2018, and has evolved to include agentic capabilities announced earlier this year. SAM comprises a calculation engine and proprietary AI expert system that work together to evaluate and rank financial strategies, model life events and respond to client questions in a fraction of the time traditionally required to build and update a financial plan. 

Convr®, the leading artificial intelligence company serving commercial insurance organizations, has introduced DocData for commercial brokers, carriers, and MGAs to submit their insurance application documents and receive a comprehensive risk summary for each submission in minutes. 

DocData summarizes operational characteristics, exposures, loss history, and other essential data from original submission documents, providing organizations with a reliable overview that lets them know of the risk. 

First-time users receive five submissions at no cost within five days. Users who see value in expanding to higher volumes can upgrade to the full Convr AI Underwriting Workbench with confidence in the returns they will see. 

Datavault AI Inc. (Nasdaq: DVLT) (“Datavault AI” or the “Company”), an Artificial Intelligence Platform (“AIP”) company providing data monetization, credentialing, digital engagement, real-world asset (“RWA”) tokenization and spatial audio technologies, today announced that its Information Data Exchange® (“IDE®”), NIL Vault (“NILv™”) and American Political Exchange (“APEX™”) are scheduled to launch on September 15, 2026. 

The launch represents an important milestone in Datavault AI’s transition from building the infrastructure to commercial deployment and execution. IDE® will serve as Datavault AI’s flagship exchange platform and the foundation of the Company’s broader exchange strategy. The platform is designed to enable data and other real-world assets to be identified, authenticated, scored, valued, tokenized and monetized while allowing data owners to maintain ownership and control of their underlying data. NILv™ and APEX™ extend Datavault AI’s technology into purpose-built markets focused on name, image and likeness rights and political data, and related information assets, respectively. 

IDE® is Datavault AI’s flagship patented data valuation, tokenization and exchange platform and serves as the foundation of the Company’s broader data monetization ecosystem. The platform is designed to provide a marketplace and transactional engine for the secure, real-time valuation, scoring, tokenization and monetization of data and other real-world assets. IDE® is designed to enable organizations and individuals to unlock the economic potential of their data while retaining ownership and control of the underlying information. 

d1g1t, a leading wealthtech provider, today announced the appointment of Alex Strekel as Chief Revenue Officer (CRO). Strekel will lead d1g1t’s sales, channels and sales engineering functions as the company expands its reach across the wealth management industry. His appointment comes as firms increasingly look to integrated technology, trusted data and AI-optimized workflows to improve operational efficiency, support advisors and deliver digital-first client experiences. 

Based in Connecticut, Strekel brings more than 20 years of experience in financial services, fintech and asset management, with a background spanning investment management, enterprise technology and go-to-market leadership. Most recently, Strekel served as Sales Director for North American Asset Management at Clearwater Analytics, where he drove significant growth in annual recurring revenue and was instrumental in developing and managing strategic partnerships with major industry firms. 

Earlier in his career, Strekel managed portfolios at GenRe-New England Asset Management and held roles at Fidelity Investments and Thomson Financial. His experience across both investment management and financial technology provides a first-hand perspective on the operational, data and client-service demands facing wealth management firms. 

ECLAT Health Solutions, a leading revenue cycle partner, today announced the launch of its proprietary accounts receivable (AR) and denials management platform, evaire Recover™. Designed to address the systemic visibility and efficiency challenges across AR operations, the platform combines agentic AI with high-skilled execution to accelerate time-to collection, eliminate backlogs and prevent costly claim denials. 

evaire Recover™ transforms revenue cycle management, using machine learning to automatically prioritize high-value claims, route complex denials to the right specialists and deliver real-time payer guidance directly within agent workflows. While eliminating manual work and establishing true financial transparency, the platform also embeds AI directly into daily workflows, identifying underlying pattern anomalies and systemic billing issues at the source, transforming reactive denial management into proactive strategy, helping to mitigate recurring claim rejections before they impact the bottom line. 

The AI-native Recover platform builds on ECLAT’s proven track record of managing revenue cycles for hospital and health system partners across the United States. Today, ECLAT employs top-tier RCM specialists who manage millions of appeals and AR calls while resolving 90% of claims within 90 days. The launch of evaire Recover™ directly enhances ECLAT’s core RCM services, marrying deep domain expertise with intelligent automation to drive greater efficiency, faster cash flow and measurable ROI for its partners. 

Engageware, the most used AI-powered customer engagement platform for regulated industries, has expanded its executive leadership team with the appointments of Steve Abramson as Chief Financial Officer, Rob Fox as Chief Technology Officer and Matt Wilson as Chief Customer Officer – three leaders who have each built, deployed and scaled AI inside regulated enterprises. 

The appointments come as Engageware moves to lead AI adoption in the sectors where it’s hardest to deploy. Banking, financial services, wealth management and telecom demand accuracy, governance and trust with no room for error, and they depend on Engageware, whose platform has already powered more than 1 billion AI interactions and scheduled 1.5 billion appointments for clients and their customers worldwide. 

Abramson will oversee global finance, legal and administrative functions. Fox will lead global engineering and product teams, accelerating platform innovation and advancing governed AI across the company. Wilson will oversee customer success, support, enablement and customer operations, helping clients maximize the value of Engageware’s platform while scaling customer experience initiatives globally. 

TraderMade Systems Ltd, a leading provider of foreign exchange market data and financial technology solutions, today announced a collaboration with EntangleX, part of the QuantumX Group, to support the testing and evaluation of advanced financial market prediction models. 

As part of the collaboration, EntangleX will use TraderMade’s high-quality real-time and historical foreign exchange data to test and validate predictive models developed using artificial intelligence, machine learning and emerging quantum computing techniques. 

The project brings together TraderMade’s expertise in financial market data with EntangleX’s work in advanced computational modelling. The initial focus will be on foreign exchange markets, where the depth and volume of market data provide a strong environment for evaluating the performance and reliability of predictive technologies. EntangleX is exploring how AI and quantum computing approaches can be applied to complex financial datasets to identify patterns, relationships and market behaviours that may be difficult to detect using more traditional analytical methods. 

For most registered investment advisers (RIAs), growth isn’t limited by ambition, it’s limited by time. Advisors lose hours every week to work that has nothing to do with the client in front of them: reconciling data, assembling reports, moving between disconnected systems, managing client workflows, and ensuring the information they rely on is accurate, timely and actionable. 

Envestnet, the leading Adaptive WealthTech company, believes closing that gap is among the single biggest levers available to advisors today and the company is backing that belief with capital, increasing its technology investment in Tamarac, built for RIAs, by 2.5x. The investment puts AI directly into the workflows where advisors lose the most time, not as a separate tool to learn, but built into the platform they already work in every day. 

The announcement builds on the five-year strategic vision Envestnet unveiled a year ago to transform the advisor experience and solidify its position as the leading adaptive wealthtech platform for broker-dealers, RIAs, and institutional partners. As part of that vision, Envestnet is investing $1 billion in research and development over five years, equipping advisors with advanced, integrated, and configurable tools across every workflow: trading, reporting, financial planning, portfolio management, client engagement and more. Today’s Tamarac investment reflects a desire to accelerate that sustained, multi-year commitment to RIAs. 

Feathery, the AI operating and decisioning system for financial services, today announced the launch of Robin, the first AI operations assistant for financial services. Robin enables insurance, wealth management, and banking firms to build and adapt workflows using plain English, while helping teams surface insights and support decisions. 

When teams want to build something new, they describe what they want to accomplish, and Robin turns that intent into a structured workflow using Feathery’s pre-tested, compliant building blocks. Teams can review and modify the workflow in Feathery’s visual builder, then adapt it conversationally as business requirements change. 

Once workflows are running, Robin draws on data, documents and context across connected systems to answer questions, identify what needs attention, surface opportunities and recommend next-best actions. In wealth management, Robin can support workflows such as client onboarding, account opening and advisor transitions. In insurance, it can support submission intake, proposal generation, policy comparisons, and renewals. 

Affiliated Advisors, a leading advisor service and support platform, announced today the launch of a new organic growth initiative for its financial advisors, powered by FINNY, an AI-driven growth and marketing platform. The initiative gives advisors in the Affiliated Advisors network access to FINNYs technology at a discounted rate, along with a dedicated peer community designed to help advisors sharpen and scale their marketing efforts. 

FINNY helps advisors build and execute targeted marketing campaigns using artificial intelligence, giving them a more efficient way to reach prospects, build their brand, and generate new business opportunities. As part of the initiative, Affiliated Advisors has formed a cohort of participating advisors who meet regularly to share best practices, discuss results, and learn from one another’s experience with the platform. FINNNY’s leadership also takes part in these sessions, offering advisors direct access to the team behind the technology. 

Since launching the initiative, participating advisors have reported early signs of traction, including increased appointment activity and stronger brand recognition in their local markets. Advisors pay a straightforward monthly subscription fee for access to the FINNY platform, with Affiliated Advisors affiliated representatives receiving a preferred rate. 

FinQuery, the Intelligent Subledger Platform for financial obligations and capital assets, today announced the acquisition of Innervision from IRIS Software Group. While FinQuery has served UK and European companies for nearly a decade, this acquisition officially establishes dedicated local operations—FinQuery UK—deepening support for regional clients and accelerating expansion across FRS 102 and IFRS 16 capabilities. 

Serving more than 8,700 customers globally, including a rapidly growing FRS 102 and IFRS 16 UK customer base, FinQuery helps organizations manage and understand what they lease, own and owe, creating controlled, audit-ready accounting across lease accounting, fixed assets, debt management, accruals, and prepaid expense automation. 

By combining Innervision’s specialized UK compliance capabilities with FinQuery’s Intelligent Subledger platform, UK customers gain a powerful, end-to-end accounting solution. Accounting and finance teams can guarantee total FRS 102 audit readiness, powered by FinQuery’s proprietary Accountable AI, continuous product investment, and built-in automation. Existing Innervision customers will continue to receive uninterrupted service and the high standard of support they have come to expect, and over time, will gain access to FinQuery’s broader platform beyond lease accounting. 

FP Alpha, an AI-powered advanced financial planning platform, today announced significant enhancements to its Tax Projector tool designed to make sophisticated, forward-looking tax planning easier and more accessible for financial advisors. 

The enhancements include Tax Projector Scenario Insights, which enables advisors to generate FP Alpha’s NextGen Tax Insights based on future client scenarios rather than relying solely on historical tax returns, and the Tax Projector Agent, an AI-powered experience that allows advisors to build and optimize tax scenarios using natural-language prompts. 

Together, the capabilities expand FP Alpha’s ability to help advisors move beyond identifying tax-planning opportunities to more easily modeling potential decisions, understanding their implications and identifying actionable strategies for clients. 

Intellectus Partners today announced the launch of a dedicated Client Engagement team, a new function designed to transform how clients experience and engage with the firm across its people, technology, investment capabilities, services and broader ecosystem. The initiative represents the next stage of a strategy Intellectus has been building for years: combining increasingly sophisticated artificial intelligence with an even higher standard of personal service, judgment and human engagement. Intellectus calls that philosophy Human Touch AI. 

The new Client Engagement team builds on Intellectus’ multi-year investment in artificial intelligence and digital advisory technology. That work has included the development and subsequent spinout of Intellebox.ai, the AI platform that provides the technological foundation for much of this new Client Engagement model, as well as continued internal development of IntellectusIQ and other proprietary AI capabilities across the Intellectus platform. 

Together, these technologies are allowing Intellectus to rethink not only how advice is delivered, but how a wealth and investment firm can engage with, understand and serve its clients. 

Kapital, a global AI-powered financial institution and one of the largest B2B financial institutions in Latin America, today announced $125 million in new financing from Tru Arrow Partners and Fasanara Capital, with Cervin Ventures, Niya Partners and Overlook Capital also participating. 

Kapital will use the new financing to deepen its investment in its proprietary AI platform and data analytics suite. This will enable the company to expand its financial services ecosystem and accelerate its global growth strategy across Mexico, Latin America, the United States and Europe. 

Kapital enters this next phase from a position of financial strength. The institution recently reported its second quarter results, which showed significant growth during the first half of 2026. 

MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, today announced it has hired Amy Brady, who will join as a Managing Partner in MAI’s Office of Managing Partners (“OMP”), the firm’s leadership team that oversees its respective business segments. She will be charged with leading forward-looking, highly strategic initiatives that can position MAI for sustained growth, greater enterprise effectiveness and long-term competitive strength. 

Brady brings more than 30 years of enterprise executive experience to MAI, including roles at KeyBank and Bank of America, where she led large-scale technology, service centers, operations and digital transformation efforts, including enterprise AI adoption. As MAI continues its nationwide expansion following its majority investment from Carlyle, Brady will oversee the implementation of firmwide initiatives, including AI optimization, workflow and cost efficiencies that support MAI’s client-first culture. She will also serve as the National Leader of MAI’s strategy focused on women and wealth, bringing to market the firm’s programs and services dedicated to one of the fastest-growing segments within the wealth management industry. 

Brady will report directly to Buoncore as the newest member of MAI’s Office of Managing Partners, which was expanded in November 2025 with the acquisition of Evoke Advisors to leverage the strength of the combined team across areas including wealth management, ultra-high net worth, sports and entertainment, family office and tax services, investments and firmwide operations. 

Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, today announced the appointment of John Rajes as Chief Technology Officer, further strengthening the firm’s executive leadership team as Merit continues to invest in the people, technology and infrastructure needed to support its rapid national expansion. 

With more than $30.1 billion in assets across more than 55 offices nationwide, Merit has become one of the wealth management industry’s most active growth firms, completing 61 acquisitions to date, including nine partnerships in 2026. Rajes’ appointment reflects Merit’s broader strategy of building the leadership structure and enterprise capabilities necessary to support that growth while continuing to enhance the experience for its advisors and clients. 

Rajes, who joined Merit on July 13, will oversee the firm’s enterprise technology strategy, including technology architecture, integrations, data, artificial intelligence and the continued development of a more unified digital experience for Merit’s advisors and employees. 

OneStream, the AI operating system for modern Finance that unifies core financial and operational processes, embedding the governance, context, and control to make AI work for Finance, today announced that SensibleAI Forecast and SensibleAI Studio have been added to OneStream’s Federal Risk and Authorization Management Program (FedRAMP) High authorization status. Federal agencies running the OneStream platform in the OneStream Government Community Cloud can now forecast and build AI models against their own financial data without moving it outside the authorization boundary. 

For federal finance teams, this removes a significant barrier to putting AI into practice: applying advanced AI capabilities to sensitive financial data while maintaining the security, governance and controls required for high impact federal workloads. With this expanded FedRAMP High Authorization, government agencies can now modernize their finance management in one secure environment, including: 

Savvy Wealth (“Savvy”), an AI-native registered investment advisor (RIA) for independent financial advisors, today announced the successful close of its $100 million Series C funding round led by Halo Fund, the growth-stage venture firm co-founded by Qualtrics founder and Utah Jazz owner Ryan Smith and longtime Accel general partner Ryan Sweeney. The round was oversubscribed, with participation from existing investors including Thrive Capital, Industry Ventures from Goldman Sachs, Canvas Prime, Index Ventures, House Fund, Euclidean Capital, Alumni Ventures, and Vestigo Ventures, the venture capital firm founded by former LPL Financial CEO and Chairman Mark Casady. This latest infusion of capital brings Savvy to over $200 million in total funding. 

The raise is a bet against the industry’s consolidation led by private equity aggregators buying independent practices. Advisors who want institutional-grade technology and support have mostly had to buy it by giving up ownership of their book. Savvy was built on the premise that those two things don’t have to be a package deal. 

Savvy is on pace to exceed $100 million annual recurring revenue (ARR) this year, and was just named the No. 1 Fastest-Growing Financial Services Firm in America by Inc. Magazine with three-year revenue growth of 13,000%+. The firm now oversees $9 billion in client assets under management (AUM), a more than 4x increase year-over-year, and has brought on more than $4 billion in recruited assets in 2026 alone. Savvy also now supports more than 150 advisors nationwide, having doubled its advisor base over the past year 

Socure today announced an integration with Aeropay that enables consumers to verify their identity and connect a bank account with just a phone number and two clicks. The integration combines Socure’s identity verification technology with Aeropay’s bank-linking capabilities to create a faster, more streamlined onboarding experience. One joint customer saw a 50%+ straight-through account funding rate. 

Once Socure verifies a customer’s identity with merely their phone number, Aeropay’s Aerosync technology uses that verified identity to prefill and confirm the linked bank account. The customer moves straight into payment facilitation, or into cash flow underwriting based on aggregated bank transactions, without typing account details or any additional personal information. 

That sequence, identity first via a phone number and bank connection derived from it, is what makes this integration a first-of-its-kind. Open banking has been used to support identity verification before; Socure and Aeropay invert it, using the verified identity to establish the bank connection, and run both inside one decisioning platform rather than two stitched-together vendors. 

Telesign, a Proximus Global company and a leader in digital identity and programmable communications, has partnered with B2Metric, an AI-native Customer Data Platform and predictive analytics company. Together, they are helping enterprises solve a critical customer engagement challenge: turning data into timely, trusted, and relevant action. Combining B2Metric’s predictive analytics with Telesign’s secure Messaging API for WhatsApp and email, the partnership enables brands across retail, e-commerce, banking and telecoms to identify key customer moments and engage customers through the channels they already use. The goal is to make conversational commerce more intelligent, secure, and scalable. 

B2Metric helps brands unify customer signals, predict behavior and orchestrate personalized journeys using AI and machine learning. Through the partnership, B2Metric connects predictive insight with Telesign’s Messaging API, helping enterprises activate customer data through WhatsApp and email. For example, a retailer could automatically send a timely WhatsApp reminder when a customer abandons a cart, while a telecom operator could proactively send a personalized data top-up offer based on predicted usage needs. In each case, predictive insight is converted into relevant action at the right moment. 

Delivering timely, personalized messages through WhatsApp is becoming an important differentiator for brands. As customers increasingly expect fast, relevant interactions on the channels they already use, conversational commerce can help improve engagement, conversion and customer loyalty. 

Truist Financial Corp. (NYSE: TFC) today announced the full deployment of AI Call Summaries across its care centers, using generative AI to automatically convert client conversations into concise, structured summaries within seconds. By handling the note-taking and post-call documentation automatically, the technology frees care center teammates to stay fully present with clients, resolve needs faster and deliver more personalized, informed service on every call. 

Since its implementation in the third quarter of 2025, the capability has scaled rapidly, generating more than 4.5 million summaries, in the second quarter of 2026 alone, and supporting more than 70% of care center inbound client interactions. The average Truist care center phone call lasts more than eight minutes, making the ability to quickly capture key themes, client needs and resolution outcomes particularly valuable. Based on average time savings of approximately 30 seconds per call, AI Call Summaries saved teammates more than 36,000 hours in the second quarter of 2026. 

Across Truist Care Centers, AI Call Summaries help teammates access key information from prior interactions and prepare for follow-up conversations. AI Call Summaries represent a foundational step in Truist’s broader strategy to embed AI into everyday workflows, improve the client experience and reimagine how work gets done across the organization. As one of Truist’s earliest enterprise-scale generative AI applications approved for broad use, the capability reflects the bank’s commitment to scaling AI responsibly. Truist plans to extend the capability to additional areas of the bank, demonstrating how targeted AI use cases can deliver immediate value while creating a foundation for greater operational consistency, institutional knowledge capture and better decision-making across the organization.